O'Donnell Portfolio Management (OPM) offers personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable and non-profit organizations, and small businesses. OPM helps clients with financial objectives, cash flow, tax, investment, education, retirement, and estate planning. OPM is a fee-only firm and does not sell commissioned products or accept commissions or finder's fees. Clients make the final investment decisions, and OPM does not act as a custodian of client assets.
Assets Under Management$39M
Clients51
Advisors1
Avg. per Client$760K
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.60% |
Fees may be negotiable with client's written permission.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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